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| CCH OneClick |

Welcome to the Product Feedback Forum for CCH OneClick. This area is for you to have your say on product enhancements or improvements that you’d like to see in future releases of the software. Enter your product idea to see and vote on related ideas or add your own idea for other customers to view and vote on. 


First, enter your idea to see if it already exists.  If it does exist, click the ‘Vote’ button and select 1, 2 or 3 votes.  You have a maximum of 15 votes per product area.


This site is for product suggestions and ideas only. If you have a product query, please use the search bar on the Support Portal
home page to locate answers from our software documentation and knowledge base.  You can also use the orange Chatbot button on the homepage to request additional support.



| CCH OneClick |

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How can we improve CCH OneClick?

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110 results found

  1. Notifications that a message has not been read

    It would be nice to know if a portal message is still unread after, say, a week. Perhaps a notification into the Portal inbox of the original sender?

    19 votes
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    0 comments  ·  Messages & Documents  ·  Admin →
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  2. Enable client to view documents they attach to a message before it is sent

    Currently a client is unable to view the documents they have attached to their message prior to pressing send, which meant they were unable to check that they had included the correct documents.

    I am aware that when I use the Messaging Centre to send documents to clients there is a hyper link to all the attachments which can be viewed prior to pressing send.

    Can we enable this feature for clients?

    9 votes
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    1 comment  ·  Messages & Documents  ·  Admin →
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  3. Portal Messages - More merge fields

    We could do with some more merge fields when sending messages - for example, additional portal contacts do not have their own "Salutation" field, and it just pulls it from the main company.

    4 votes
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    0 comments  ·  Messages & Documents  ·  Admin →
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  4. Audit trail on portal documents

    Like the document centre allow us to see who has opened the document, who has saved the document into central document system etc.

    1 vote
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    Acknowledged  ·  0 comments  ·  Messages & Documents  ·  Admin →
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  5. Associate contact saluation

    could we please have an option to use the Ass Contact Salutation within the message template? Currently the Client Salutation is the only one available

    6 votes
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  6. Message Tracker - to always include the client code, and a clearer reason for why a message might fail to send

    7 votes
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  7. Reminders for documents pending approval

    It would be useful if the frequency of reminders (if not also number of them) could be chosen (or changed from default) when publishing the document to the portal.

    Initial thoughts are that throughout Nov, Dec and Jan we would like more frequent reminders for tax returns requiring approval. We could set this globally for all documents pending approval. However, this means that lots of clients will also be constantly emailed to approve their company accounts (which may not be in a rush to be submitted), or an updated engagement letter etc.

    6 votes
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  8. To be able to see the client's view of the portal

    I would like the ability to see what the client is seeing on the portal - especially where there are individuals with different rights.

    7 votes
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  9. Forward Portal message to other users automatically

    Can you add a way to automatically forward Portal messages to another user if you are of the office?

    5 votes
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  10. MESSAGE TEMPLATE - EMPLOYEE SALUTATION FIELD

    Can we have "Employee Salutation" as a field to pick when creating a message template in portal, as employees are not only using their first and last names for email sign off etc.

    A similar feature in OneClick would be needed too.

    0 votes
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